Adding holdings

Your portfolio in stocksbrew is a list you keep by hand. We do not connect to a brokerage, so nothing arrives or updates on its own. That is a limit, and it is also why we never hold a credential that could move your money.

Holding or watching#

What to enter for a holding#

• Shares. How many you own. Fractions are fine.
• Average cost. What you paid per share on average. This is what gain and loss are measured from.
• Market value, if you would rather give a dollar amount than a share count.

A holding without a size is still tracked and still appears in the briefing. It just cannot be added into your day's change or your allocation, and the page tells you how many holdings were counted.

Ways to add#

• From a stock report: the Track it panel.
• From search inside Portfolio: each result has hold and watch controls.

How many you can track#

Tracking has no limit on any plan: holdings and watched names together, each with its price, our call and the next earnings date. Free covers 3 of them in full (price zones, the whole brief, how the call has moved, the pre-earnings read). Your first 3 tracked stocks are covered as you add them; after that you choose under Covered in full at the top of Portfolio, with one swap a week. Uncovering is free any time, and the app names the day your next swap opens. Pro covers everything you track. See Free vs Pro.

Keeping it current#

When you buy or sell somewhere else, edit the holding here. Changing a holding to zero or removing it stops the briefing from reporting on it. Research on a newly added stock that we had not covered before is queued, and the report says so until it is ready.